CF Industries Holdings, Inc. Second Quarter Earnings Sneak Peek

S&P 500 (NYSE:SPY) component CF Industries Holdings, Inc. (NYSE:CF) will unveil its latest earnings on Thursday, August 4, 2011. CF Industries Holdings Inc is a manufacturer and distributor of nitrogen and phosphate fertilizer products, including ammonia, urea, urea ammonium nitrate solution, diammonium phosphate and monoammonium phosphate.

CF Industries Holdings, Inc. Earnings Preview Cheat Sheet

Wall St. Earnings Expectations: The average estimate of analysts is for profit of $5.86 per share, a rise of more than twofold from the company’s actual earnings for the same quarter a year ago. During the past three months, the average estimate has moved up from $5.31. Between one and three months ago, the average estimate moved up, and has risen from $5.65 during the last month. For the year, analysts are projecting net income of $16.91 per share, a rise of 96.2% from last year.

Past Earnings Performance: The company is looking to make a streak of three quarters of beating estimates. Last quarter, it beat expectations by reporting profit of $3.81 per share, and the previous quarter, it had net income of $2.65.

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Wall St. Revenue Expectations: On average, analysts predict $1.76 billion in revenue this quarter, a rise of 34.4% from the year ago quarter. Analysts are forecasting total revenue of $5.62 billion for the year, a rise of 41.9% from last year’s revenue of $3.96 billion.

Analyst Ratings: Analysts are bullish on this stock with 13 analysts rating it as a buy, none rating it as a sell and three rating it as a hold.

Key Stats:

The company has enjoyed double-digit year-over-year percentage revenue growth for the past four quarters. Over that span, the company has averaged growth of more than twofold, with the biggest boost coming in the fourth quarter of the last fiscal year when revenue rose more than twofold from the year earlier quarter.

The company upped its gross margin by 19 percentage points in the in the first quarter. Revenue rose 133.7% while cost of sales rose 73.8% to $649 million from a year earlier.

Competitors to Watch: The Mosaic Company (NYSE:MOS), Agrium Inc. (NYSE:AGU), Terra Nitrogen Co., L.P. (NYSE:TNH), Potash Corp./Saskatchewan (NYSE:POT), Converted Organics Inc. (NASDAQ:COIN), The Scotts Miracle-Gro Co. (NYSE:SMG), LSB Industries, Inc. (NYSE:LXU), China Green Agriculture, Inc (NYSE:CGA), China Agritech Inc. (NASDAQ:CAGC).

Stock Price Performance: During May 4, 2011 to July 29, 2011, the stock price had risen $25.10 (19.3%) from $130.22 to $155.32. The stock price saw one of its best stretches over the last year between March 28, 2011 and April 5, 2011 when shares rose for seven-straight days, rising 12.3% (+$15.75) over that span. It saw one of its worst periods between April 5, 2011 and April 12, 2011 when shares fell for six-straight days, falling 6.8% (-$9.76) over that span. Shares are up $20.36 (+15.1%) year to date.

(Source: Xignite Financials)

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